Forms & Procedures

General Information

Resource	Revised Date
Glossary of Terms	Mar 2011
Business Office Contacts	Mar 2011
Sales and Use Tax Explained (pdf)	Mar 2012

Administration

Resource	Revised Date
Raffle Application (doc) (Quick Reference)	2009
Raffle Application Process FAQ	2010
State Document - Final Raffle Report (pdf)	2010

Travel

Resource	Revised Date
Travel Request (excel)	Jan 2011
Travel Expense Claim (excel)	Apr 2013
Travel Policy (pdf)	Jan 2011
Travel Insurance Requirements (pdf)	2010
Travel Guidelines	Sep 2011
Travel Guidelines Presentation (ppt)	Sep 2011
Estimate of Travel Expenses (excel)	2010
Enterprise Car Rental Portal	2011
P Card Travel Guidelines	Jan 2012

Payroll

Resource	Revised Date
Payroll Calendar 2013 2012 Previous Year Payroll Dates (xls)	2012
Time Card Quick Reference	2010
Cal Poly Corporation Regular Late Timecard (excel)	May 2013
Cal Poly Corporation Multiple Account Late Timecard-Regular (excel)	May 2013
Cal Poly Corporation Student Late Timecard (excel)	May 2013
Cal Poly Corporation Multiple Account Late Timecard-Student (excel)	May 2013
Cal Poly Corporation Direct Deposit Enrollment Form (word)	2011
Exempt Exception Timesheet (word)	2010
Payroll Information Form (PIF) (word)	2010
New Hire Instructions	2010
Missed Break Form (word)	2010
Makeup Time Request Form (word)	2010
CPC Pay/Kronos Hours Adjustment Log(excel)	2013
CPC Pay/Kronos Prior Period Adjustment Form (excel)	2013

CPC Pay/Kronos - Effective April 27, 2013

Resource	Revised Date
CPC Pay/Kronos Employee Quick Reference Guide for Students/Intermittent/Additional Compensation Employees	2013
CPC Pay/Kronos Employee Quick Reference Guide for Benefitted Employees	2013
CPC Pay/Kronos Employment Quick Reference Guide for Managers	2013
CPC Pay/Kronos Prior Period Adjustment Form	2013
CPC Pay/Kronos Hours Adjustment Log	2013
Employment Policy and Procedure Quick Reference Guide	2013
New Hire, Adding Additional Accounts and Payroll Procedures	2013

Finance

Resource	Revised Date
CPC Check Request Form (excel) CPC Check Request Quick Reference CPC Check Request Form Instructions	Mar 2012
CPC Signature Authorization Form (excel)	Apr 2013
CPC Facsimilie Form (excel)	Jan 2012
Stock Gifts	2010
IFAS/BiTech Object Codes	Mar 2011
CPC Fixed Asset Property Disposal Form (excel)	May 2011
CPC Sole Source Purchase Justification Form (excel) CPC Sole Source Purchase Justification Guidelines	Mar 2013
CPC Requisition Form (excel) CPC Requisition Quick Reference CPC Requisition Form Instructions CPC Requisition Phone Quote Worksheet Form (excel) CPC Purchase Order Amendment/Supplement Form (excel) CPC Purchase Order Amendment/Supplement Form Instructions	Jan 2013
Management Guidelines for the Corporation Purchasing Policy	Mar 2011
CPC Deposit Form (excel)	May 2012
CPC Petty Cash Form (excel) CPC Petty Cash Form Quick Reference	May 2012
CPC Guest Lecturer Form (excel) CPC IRS Form W9 (print to fill out)	May 2011
Hospitality Guidelines	Mar 2011
Campus Food Service Policy	2012
Accountable Plan	Mar 2011
ACH Enrollment Form (excel)	April 2013
Independent Contractor Agreement Template (word)	Nov 2012

Human Resources - Benefits

Resource	Revised Date
Employee Benefits	Jan 2013
Vision Benefits (VSP)	Aug 2012
HBD-12A (pdf)	2010
AFLAC - Basic Information (word)	2011
Medical Plans and Premiums	2013
Dental Claim Form (pdf)	2010
CalPERS 457 Plan Participant Change Authorization Form (pdf)	Jan 2011
Salary Reduction Agreement for 403b (word)	Jan 2013
How to Find a Doctor with PERS Choice, PERS Select, and PERS Care (word)	2011
Dental Plan Benefit Cost Summary (word)	2013
Family and Medical Leave Act (FMLA) Policy (word)	2013
Flexible Benefit Plan Participation Election Form (word)	2013
AFLAC - Direct Deposit Form (pdf)	2011
AFLAC - Dental Insurance (pdf)	2011
AFLAC - Personal Accident Indemnity Plan (pdf)	2011
AFLAC - Specified Health Event Protection (pdf)	2011
AFLAC - Personal Cancer Indemnity Insurance (pdf)	2011
Blue Shield of California Access +HMO Evidence of Coverage Booklet (pdf)	2013
Blue Shield of California NetValue HMO Evidence of Coverage Booklet (pdf)	2013
CCPN Primary Care Physicians (pdf)	2012
CCPN San Luis Obispo Specialists (pdf)	2012
Flexible Benefit Plan Participation Election Form (word)	2013
Health Plan Chooser	2013
Flexible Spending - Medical/Dependent Care Reimbursement	2013
Metlife Insurance Enrollment Form (pdf)	2011
Metlife Statement of Health (pdf)	2011
PERSChoice Evidence of Coverage Booklet (pdf)	2013
PERS Select Evidence of Coverage Booklet (pdf)	2013
Physicians Choice Medical Group of San Luis Obispo Physicians (pdf)	2013

Human Resources - Employment

Resource	Revised Date
Employment Quick Reference	2013
E-Verify	2011
*Student/Intermittent Application (word)**	2013
Student/Intermittent Application (Spanish) (word)	2010
*I9 - Employment Eligibility Verification (pdf) Please print double-sided** I9 - Instructions for Completing I-9 (pdf)	2013
*Payroll Information Form (PIF) (word)** Payroll Information Form Instructions for Completion (word)	2013
State Tax Form (pdf)	2010
W-4 Form (pdf) (optional; default is S-O)	Jan 2013
Supervisor's Checklist for New Employees (word))	2013
Supervisor's Checklist for New Students (word)	2013
Performance Evaluation Form for Regular-Benefited Employees (word)	2013
Missed Rest Break or Missed Meal Period Form (word)	2013
Address Change Form (word)	2013
Mustang Jobs Guide (word)	2011
Parent Authorization for Emergency Medical Treatment (word)	2011
Volunteer PIF & Definition (word)	2010
Work Schedule	2013

*Bolded items are required paperwork for new hires.

Human Resources - Federal Work Study

Resource	Revised Date
Federal Work Study Procedures	2010
Mustang Jobs Guide (word)	2011
Federal Work Study SERF Form (MUST BE TYPED) (excel)	2013
Federal Work Study SERF Sample (pdf)	2010
Federal Work Study I-9 Form (for Federal Work Study Only!) (pdf)	2010

Human Resources - Health & Safety

Resource	Revised Date
Safety Manual	2010
Supervisor's Injury/Illness Report (pdf)	2010
Worker's Compensation Claim Form (DWC 1) (pdf)	2010
University Link to Workplace Violence Prevention Program	2010

Human Resources - Management/Administrative Evaluation Form for Core Operations

Resource	Revised Date
Management Evaluation Instructions (Word)	2013
Management Evaluation Form (Word)	2013
Self Evaluation Form (Word)	2013
Mid-Year Evaluation Form (Word)	2013
Mid-Year Self Evaluation Form (Word)	2013

Human Resources - Recruitment

Resource	Revised Date
Interview Evaluation Record (word)	Mar 2011
Legal Restrictions on Interview Questions (word)	Mar 2011
Reference Check Comments (word)	Mar 2011
Reference Checking Procedures (word)	Mar 2011
Recruitment Procedures for a Benefited Position	Mar 2011
Recruitment Requisition (Word)	Mar 2011
Recommendation For Employment Selection (Word)	Mar 2011
Sample Format of a Position Description (word)	Mar 2011
Employee Benefits	Jan 2013

Human Resources - Other

Resource	Revised Date
Emergency Contacts (word)	2013
Cal Poly Information Security Awareness and Training (word)	2010
Fee Reimbursement Form (pdf)	2010
Green Campus - Employee Handbook	2010
Procedures for Resolving Harassment Complaints	2010
Property, Security, Privacy, Searches and Use Policy (pdf)	2010
Management Guidelines on Drug and Alcohol Abuse and Prevention (doc)	2010

Campus Programs

Resource	Revised Date
Request for New Account (pdf)	2012
Account Definitions	2010
Cal Poly Foundation Forms & Documents	2010
Corporation vs Foundation Accounts (word)	2010
BOE Quick Start Guide (pdf)	2010
BOE Frequently Asked Questions	2010
Campus Food Service Policy	2012

Information Technology

Resource	Revised Date
Introduction to SRS (pdf)	2010
CPC New Account Request Form (word)	2010
Request for IFAS/BOE Access (word)	2010
Authorization for BOE Access to HR/Payroll Reports Non-PI/Director (word)	2010
How to Change Your IFAS Password (word)	2010
BOE InfoView Quick Start Guide (pdf)	2012
BiTech User's Guide for PI's (Grant Management Reports) (word)	2010

Navigation

Administration

Commercial Services

Contacts & Maps

Forms & Procedures

General Information

Administration

Travel

Payroll

CPC Pay/Kronos - Effective April 27, 2013

Finance

Human Resources - Benefits

Human Resources - Employment

Human Resources - Federal Work Study

Human Resources - Health & Safety

Human Resources - Management/Administrative Evaluation Form for Core Operations

Human Resources - Recruitment

Human Resources - Other

Campus Programs

Information Technology

Sponsored Programs

Top Documents

Resource	Revised Date
Consultant Agreement (word)	2010
Consultant Agreement Amendment (word)	2010
Cost Share Report (word)	2010
Cost Transfer Request Form (excel)	2013
Cost Transfer Request Form Instructions	2013
Personnel Activity Report (PAR) - Faculty (excel)	2010
Personnel Activity Report (PAR) - Staff (excel)	2010
Proprietary Information Agreement (word)	2010
BiTech User's Guide for PI's (Grant Management Reports) (word)	2010
Signature Authorization - Sponsored Programs (word)	2010
Stipend, Scholarship, Fellowship Guidance Document (word)	2011
University Link to 107 Release/Assignment Forms	2010